Senior Technical Business Analyst ( Salesforce CRM)

at Bayone
Published January 17, 2024
Location Pleasanton, CA
Category Default  
Job Type Full-time  


This role will involve day-to-day interactions with our Salesforce Business and Technical team. You'll be working and collaborating with Product Development, Integration, Data Migration, Change Management along with Business Teams to gather requirements and define business use cases. You'll be working closely with the Product Owner on a daily basis and will be reporting to the Director of Product Management.

Key Responsibilities include, but are not limited to:
• Work with the Business and Product teams to understand the existing process and to gather the business and functional requirements, by scoping, defining, and prioritizing requirements.
• Understand and document detailed requirements for implementing and enhancing CRM solution.
• Critically evaluate information gathered from multiple sources, reconcile inconsistency, and break down high-level information into details.
• Work with UX/UI team to develop mock-ups and proposed user journeys
• Mapping functional requirements to features and functionality.
• Work with Product Manager and Analytics team to define, measure and track Key Performance Indicators (KPIs) and success criteria for the assigned projects & features
• Work with Architects and Developers to transform new requirements into design and implementation.
• Work with the functional SME and trainers to identify and document process gaps and process improvements.
• Assist and Develop Innovation Roadmaps and BRDs.

What are the top 3-5 responsibilities (Must Haves) expected of this worker?
* Oversee Customer Assistance and Salesforce platform.
* Gather requirements and define business use cases.
* Take User journeys and create User Stories
* User Acceptance Testing

What technology is required for this role? Jira/Confluence, Salesforce, CRM

* BS/BA Degree
• You have 5-9 years of technical business analyst experience in delivering amazing customer experience using customer support products and technology
* Customer Relation Management and Customer Service Management Solutions used by medium sized customer support organizations.
• Certificates: Six Sigma, Agile or Salesforce is a strong plus
• Product experience in eCommerce customer support a plus

• Aptitude for strategic thinking and problem solving in a fluid environment.
• Exceptional at prioritizing and focusing on the highest value opportunities.
• Ability to stay goal oriented and act with a sense of urgency
• Ability to work collaboratively as a member of cross-functional teams to deliver results.
• Excellent communication skills, able to present, negotiate and influence at C-level.
• Exceptional networking, relationship building and influencing skills.